--- title: BNTouch Mortgage CRM Reviews meta_title: 'BNTouch Mortgage CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 68 reviews by the users' company size, role or industry to find out how BNTouch Mortgage CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 68 scale: '5' date_modified: '2026-08-07' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # BNTouch Mortgage CRM Reviews **Vendor:** BNTouch **Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 68 ## About BNTouch Mortgage CRM BNTouch Mortgage CRM is an all-in-one mortgage CRM and point-of-sale platform built specifically for mortgage loan originators (MLOs), brokers, mortgage teams, and mortgage companies. It brings the full mortgage relationship lifecycle into one system: capture a lead, work the prospect, collect an application, manage borrower and partner communication while the loan is in process, and keep the relationship active after funding. BNTouch includes: - Mortgage CRM and lead management: Capture leads from forms and web chat; organize borrowers, prospects, past clients, and referral partners; route and distribute leads; manage stages, notes, tags, groups, custom fields, tasks, activities, and follow-up. - Sales and pipeline workflows: Use task lists, checklists, reminders, call and email activity, lead-source tracking, dashboards, scorecards, reporting, forecasting, and team workflow visibility. - Mortgage marketing: Deploy 400+ prebuilt mortgage marketing campaigns, email campaigns, newsletters, video marketing, social content, co-marketing, direct-mail and postcard workflows, and milestone follow-up for birthdays, loan anniversaries, and funded loans. - Digital mortgage and POS workflows: Support digital 1003 applications, borrower and referral-partner portals, document requests and collection, e-signature options, preapproval-letter workflows, and in-process borrower communication. Post-close retention: Manage past-client follow-up, refinance opportunities, rate-related opportunities, listing signals, referral requests, and ongoing relationship marketing after funding. - MAIA AI Assistant: Use natural-language requests to find CRM information, summarize conversations, draft emails and marketing content, create or update tasks, notes, records, and statuses, set reminders, and navigate BNTouch. MAIA is user-directed CRM assistance and does not underwrite loans or replace compliance review. - Opportunity Mining: An available intelligence module that can surface credit, equity, refinance, rate, and listing-related opportunities from a mortgage database. The loan officer chooses the next action: call, text, email, assign a task, or place the contact into an appropriate workflow. - Connected workflows: BNTouch supports LOS-connected CRM workflows, plus email, calendar, lead-source, calling, pricing, and Zapier-connected tools. Buyers should confirm their specific LOS, integration method, module, and plan availability during evaluation. - White Glove managed CRM service: An optional service for teams that want help with process analysis, configuration, campaign creation, automation, workflow setup, reporting, implementation, and training. BNTouch at a glance: - 22+ years built only for mortgage - 40+ mortgage tools across CRM, marketing, borrower workflows, and available modules - 400+ prebuilt mortgage marketing campaigns - 4,500+ active mortgage offices - 6,500+ mortgage offices served since 2003 - $43.7B+ in mortgage loans closed by users over the last two years - 1300+ verified reviews at a 4.7-star aggregate across BNTouch review sources ## BNTouch Mortgage CRM Discussions - [What is the best way to set up the SPF in the DNS section?](https://www.g2.com/discussions/40475-what-is-the-best-way-to-set-up-the-spf-in-the-dns-section) - 1 comment, 1 upvote - [View BNTouch Mortgage CRM pricing details and edition comparison](https://www.g2.com/products/bntouch-mortgage-crm/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+20%3A09%3A54+-0500&secure%5Bsession_id%5D=10a84ae7-e416-4a18-bb3e-544e54346ebd&secure%5Btoken%5D=052dc3177f28d4e016789a7b69b5fa74c29e0e51e3080b304d49127f0d59ff6f&format=llm_user) ## BNTouch Mortgage CRM Integrations - [Calyx](https://www.g2.com/products/calyx/reviews) - [Encompass360](https://www.g2.com/products/ellie-mae-encompass360/reviews) - [LendingPad](https://www.g2.com/products/lendingpad/reviews) ## BNTouch Mortgage CRM Features **Loan Services** - LOS Integration - Mortage CRM - Alerts - Mortgage CRM - Lender Relationship - Mortgage CRM - Compliance - Mortgage CRM - Commercial Mortgages - Third-Party Integrations **Borrower Tools** - Borrower Portal - Comparison **Client Management** - Contact Management - Mortgage CRM - Real Estate CRM - Mortgage CRM - Email Marketing Automation - Mortgage CRM - Workflow Management - Loan Management - Document Management - Escrow Management - Property Tax Management - Lead Management - Borrower Management - Pricing Management - Pipeline Management - Refinance Management - Task Management - Compliance Management - Residential Mortgages **Lender Tools** - Loan Pipeline - Credit Pull - Workflows - Mobility **Core Functionality** - Integrations - Customization - Document Management **Agentic AI - Mortgage CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Additional Functionality** - Third Party Loan Origination - Loan Servicing - Outsource Processing - Pre-Qualification - Loan Origination - Visual Presentation - Accounting - Activity Dashboard - For Brokers - Credit Reporting - Generative AI - API - Client Database - HUD Settlement Statements - Search/Filter - Government Loans - For Borrowers - Promissory Notes - Multi-Branch - AI Copilot - Lender Search - Reporting & Statistics - Document Storage - Marketing Automation - Contact Management - Amortization Schedule - Customer Statements - Electronic Applications - Payment Tracking ## Top BNTouch Mortgage CRM Alternatives - [Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews) - 4.9/5.0 (98 reviews) - [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) - 4.5/5.0 (20 reviews) - [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) - 4.0/5.0 (20 reviews)